Medical · Detailed task guide

Review Lots, Expiration, and Low-Stock Alerts

Lots & Alerts supports replenishment and safe stock selection. FEFO recommends the earliest usable expiration for a particular item and location.

Before you beginOpen Inventory & Stock → Lots & Alerts. Confirm that item reorder settings and lot records reflect the products actually held.

Step-by-step instructions

Review summary cards for Low Stock, Out of Stock, Expiring Soon, and Expired Lots.
Review Live Inventory Alerts and open the relevant item/location records. Check whether a flagged balance is available in the location where staff need it.
Read Lot / Batch Balances, including expiration, status, and on-hand amount. FEFO recommended identifies the earliest non-expired stock in the inspected view.
Inspect expired lots with remaining balance. Handle disposal or other authorized action through the stock movement process.
An authorized inventory manager can review Expiring Soon Window and the setting blocking expired-stock issues. Do not weaken the setting to make a transaction go through.
Review Items, Locations, and Categories to maintain the catalog, storage locations, and organization. Confirm the relevant item and lot again when selecting stock in a clinical workflow.

Select an image to open the full-resolution screenshot. Long forms may extend below the initial view.

A recommendation is a selection aid, not a clinical authorization. Verify the product, physical lot, expiration, and storage handling.

What you see	What to check
No alert appears for a product needing reorder	Review the item’s reorder configuration, actual balance, and location.
Expired stock remains on hand	Record the authorized disposal or corrective movement and verify the resulting lot balance.